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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in managing partner sales discussions and pipeline development within the Financial Services and Investment sectors, leveraging strong relationships with consulting and technology partners to drive revenue growth. Proven ability to engage senior stakeholders and execute strategies that align with commercial goals.
Highest-signal resume keywords
Partner Pipeline DevelopmentFinancial Services Ecosystem ExpertiseCross-Functional CollaborationStakeholder EngagementSales Strategy Execution
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SaaS SalesConsulting SalesEnterprise SalesPartner Channel SalesAccount ManagementPipeline ManagementRevenue Growth StrategiesNegotiation SkillsStrategic PlanningPerformance Tracking
Soft Skills
Self-MotivatedOrganizational SkillsCreative Problem-SolvingInfluencing SkillsConflict Resolution
Certifications & Qualifications
Undergraduate Degree
Industry Keywords
Financial ServicesInvestment ManagementBankingInsuranceAsset ManagementConsulting FirmsTechnology PartnersCommercial CustomersSales Co-SellingMatrix-Oriented Environment
About the role
Key responsibilities & impact- Manage day-to-day partner sales discussions across the Financial Services and Investment market, including pipeline and deal management
- Work with regional sales leaders to align partner efforts with local goals and ensure commercial partnership success
- Own partner-sourced pipeline development and co-sell execution
- Progress priority opportunities with partners and sales teams to deliver regional revenue goals
- Identify pipeline and partner coverage gaps and develop action plans with sales leadership
- Participate in strategic account and whitespace planning with partners and internal teams
- Lead regional and account-level sales co-selling motions throughout the sales cycle
- Build and strengthen relationships with consulting, advisory, technology, and implementation partners serving Financial Services customers
- Engage senior stakeholders across partners and Financial Services customers to strengthen executive alignment and support strategic opportunities
- Assist with sales involvement in regional webinars, dinners, and other events
- Collaborate with partners on regional marketing initiatives
- Track partner performance and ensure regional and solution commercial goals are met
- Develop understanding of the Financial Services and Investment ecosystem to identify partner-led growth opportunities
Requirements
What you’ll need- Minimum 5+ years of related experience in software, SaaS, and/or consulting, including selling to large enterprise commercial customers
- Experience working with or selling into Financial Services organisations, ideally across banking, insurance, asset management, investment management, or related sectors
- Extensive experience selling solutions through partner channels
- Undergraduate Degree or equivalent combination of education and experience in a related field
- Previous experience managing relationships between global consulting firms and software vendors, ideally within the Financial Services ecosystem
- Strong understanding of the Financial Services ecosystem and how consulting, advisory, and technology partners influence enterprise buying decisions
- Existing relationships within the Financial Services and/or Investment partner ecosystem are highly desirable
- Proven ability to develop and execute a strategy involving multiple stakeholders
- Self-motivated with a strong propensity for action, results, and continuous improvement
- Experience interacting cross-functionally in a matrix-oriented environment critical, including sales, services, product, customer success, marketing, and operations
- Ability to identify ways to successfully develop and execute a strategy
- Ability to engage and collaborate with senior leaders and external partners
- Negotiation, influencing, collaboration, and conflict resolution skills
- Exceptional organisational skills with the ability to multitask and manage multiple processes, programs, and procedures simultaneously while working under pressure to meet deadlines
- Excellent judgment and creative problem-solving/critical thinking skills
- Ability to be flexible in work approach based on business needs
- Up to 35% travel for regular customer meetings and events
- Reliable internet access required when working remotely outside a Workiva office
Benefits
Comp & perks- Reliable internet access required for any period of time working remotely and not in a Workiva office
- Equal Opportunity Employer
- Reasonable accommodations for applicants with disabilities
- Comprehensive security and privacy training tailored to employees’ roles